Parqet users who trade their securities via Yuh can now add their portfolio using the Zero-Click Import.
Here's how to import your Yuh portfolio into Parqet 👇
- Log in to the Yuh app
Open the Yuh app. In the menu on the right side, you'll find the "Invest" option. Here you can see your investments and click on each stock.
Then scroll all the way down to the Transactions section.
Here you can save all executed purchases, sales, and dividends in PDF format.
- Drag the PDF file into your Parqet Portfolio The downloaded PDF file can be easily imported into Parqet via drag-and-drop. Personal data such as your name or account number will not be read.
The transactions are now imported into Parqet 💪. Your Parqet Portfolio analysis updates immediately and you can track your performance, asset allocation, dividends, value development, and so much more.
Frequently Asked Questions
What happens to my personal data? During import, only the activities are read (security, price, shares, date, etc.) - no personal data is stored. The activities are thus 100% anonymous.
My PDF doesn't work - what can I do?
The Parqet import has been tested with all available PDFs. It's always possible that your PDF contains a special case that hasn't been covered yet. You can anonymize your PDF using this tool and send it to us so we can improve the import 👍.
What happens if I import PDFs from other banks?
Parqet will mark unsupported PDFs and ignore them during import. So you can't do anything wrong. PDFs from other supported banks will be imported normally 👍.
When will other banks be supported?
Parqet aims to support as many brokers and banks as possible. However, we need PDFs to extend the import. Feel free to send us PDFs from an unsupported broker using this tool. There you can censor sensitive data beforehand and we can then extend the import.
If you have further suggestions, questions, or feedback, reach out in our community. Every message is read and we'll get back to you as quickly as possible if desired.